To configure a Select process

Define a Select process to build a list of contacts from your marketing data. You can specify all IDs in a segment or table, or you can use a query to select specific IDs. One or more Select processes can then be used as input into another process. For example, you could select all Loyal Customers, then create another selection of all Opt-Outs, and merge them into a single list.

1.	Within a campaign, open a flowchart for editing.

2.	Click the Select process in the palette, then click the workspace to add the process to your flowchart.

The Select process box in the work area is gray until it has been configured.

3.	Double-click the Select process box in the flowchart workspace.

The process configuration dialog appears.

4.	On the Source tab, use the Input drop-down list to select a Segment or Table that will serve as the data source for the process.

If IBM® Coremetrics® is integrated with Campaign, you can select IBM Coremetrics Segments as the input. For instructions, see To use IBM Coremetrics segments in a Select process. Configuring the integration is explained in the IBM® Unica® Campaign Administrator's Guide.

5.	Choose one of the Select All options. The option names depend on the audience level of your input data source. For example, if your audience level is Customer, you would see Select All Customer IDs and Select Customer IDs With:

Choose Select All IDs to include all the rows from the data source selected in the Input list.

Choose Select IDs With to select IDs based on a query.

6.	If you chose Select IDs With, create a query using one of the following methods:

Point & Click: This is the default view. Click in the Field Name, Oper., Value, and And/Or column cells to select values from the list at the right side of the dialog, to build your query. This method is the easiest way to create a query, and it helps avoid syntax errors.

Text Builder: Click this button to write raw SQL or use the Query Helper to select from a wide variety of supplied macros, such as logical operators and string functions.

If you are constructing a query, select the fields you want to include in your query from the Available Fields list, including IBM® Unica® Campaign Generated Fields and Derived Fields. For more information, seeCreating queries in processes. Use Check Syntax and Test Query to ensure that your query does not have errors.

If your query includes a table field that has the same name as a Campaign Generated Field, you must qualify the field name using the following syntax: <table_name>.<field_name>

8.	Click the Cell Size Limit tab if you want to limit the number of IDs generated by the process.

9.	Click the General tab to specify the Process Name (for example, call it Loyal Customers), the Output Cell name (by default, this matches the Process Name), and the Cell Code (generally, just accept the default). Enter a Note to describe what this Select process is intended to achieve.

10.

Click OK.

The process is now configured. You can test run the process to verify that it returns the results you expect.